SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 198 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.60 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,820,678 | +4.3% | 110,524 | +7.0% | 0.89% | +8.9% |
| Q2 2023 | $7,498,451 | +15.4% | 103,256 | +16.2% | 0.82% | +9.4% |
| Q1 2023 | $6,500,412 | +40.0% | 88,852 | +44.6% | 0.75% | +36.8% |
| Q4 2022 | $4,643,142 | +50.1% | 61,466 | +32.0% | 0.55% | +35.8% |
| Q3 2022 | $3,093,000 | -4.7% | 46,564 | +2.7% | 0.40% | +2.6% |
| Q2 2022 | $3,247,000 | -0.7% | 45,329 | +9.4% | 0.39% | +19.9% |
| Q1 2022 | $3,269,000 | +14.9% | 41,443 | +17.7% | 0.33% | +20.2% |
| Q4 2021 | $2,845,000 | +33.1% | 35,203 | +22.2% | 0.27% | +23.1% |
| Q3 2021 | $2,138,000 | +26.4% | 28,797 | +28.8% | 0.22% | +27.7% |
| Q2 2021 | $1,691,000 | +146.1% | 22,363 | +137.3% | 0.17% | +133.8% |
| Q1 2021 | $687,000 | -45.5% | 9,424 | -60.4% | 0.07% | -48.6% |
| Q3 2018 | $1,261,000 | +7.5% | 23,800 | 0.0% | 0.14% | +2.9% |
| Q2 2018 | $1,173,000 | +0.5% | 23,800 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $1,167,000 | -4.2% | 23,800 | 0.0% | 0.14% | -4.1% |
| Q4 2017 | $1,218,000 | +9.3% | 23,800 | 0.0% | 0.15% | 0.0% |
| Q3 2017 | $1,114,000 | +3.8% | 23,800 | 0.0% | 0.15% | -3.9% |
| Q2 2017 | $1,073,000 | +1.1% | 23,800 | 0.0% | 0.15% | -3.1% |
| Q1 2017 | $1,061,000 | +2.3% | 23,800 | 0.0% | 0.16% | -13.6% |
| Q4 2016 | $1,037,000 | +53.2% | 23,800 | +48.8% | 0.18% | +52.1% |
| Q3 2016 | $677,000 | +133.4% | 16,000 | +128.6% | 0.12% | +132.7% |
| Q2 2016 | $290,000 | +81.2% | 7,000 | +75.0% | 0.05% | +85.7% |
| Q1 2016 | $160,000 | – | 4,000 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,444,233 | $75,504,000 | 28.76% |
| Strategic Wealth Management Group, LLC | 491,102 | $25,675,000 | 21.03% |
| HHM Wealth Advisors, LLC | 522,788 | $27,331,000 | 17.48% |
| Hillview Capital Advisors, LLC | 53,500 | $2,797,000 | 14.84% |
| Asset Advisors Investment Management, LLC | 1,396,229 | $72,995,000 | 12.98% |
| Avantax Planning Partners, Inc. | 3,397,352 | $177,614,000 | 12.33% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 749,858 | $39,203,000 | 12.24% |
| Summit Asset Management, LLC | 442,899 | $23,155,000 | 11.40% |
| Legacy Financial Strategies, LLC | 241,958 | $12,650,000 | 10.81% |
| Pinkerton Retirement Specialists, LLC | 560,836 | $29,321,000 | 10.73% |